Tax Preparation Client Intake Form

Tax Preparation Client Intake Form
WELCOME TO EAST TEXAS TAX PROFESSIONALS

LETS GET YOU STARTED!

Step 1: Complete This Form

Share your basic information and upload the required documentation.

Step 2: We Process Your Data

Once we receive this intake form along with your documents, our team will create your client profile and portal to begin processing your information.

Step 3: Receive Your Estimate

Next, We will review your information and determinate an estimate. When your estimate is ready we will email ir text you with a link to our calendar for an interview. You will meet with a East Texas Tax Professional go over all the details of your return including your refund or liability estimate along with associated fees for processing.

Step 4: Secure Portal Access

Accept your estimate. Then you can expect to receive an invitation to our secure client portal. Here, you will upload privat information such as Social Security, cards, banking details, and any other required documents. This same portal you will be able to review, sign and download your completed tax documents once submitted.

Your privacy and security are our top priiorities and completing this form is the first step toward a smooth, secure tax preparation process. If you have additional questions please feel free to ask the floating assistant or reach out to our office directly.

Thank you for choosing East Texas Tax Professionals

I am a

New ClientReturning Client
Which Services Can We Help You With?

Tax PreparationCredit RestorationBusiness Start Up Paperwork (LLC, EIN)
Filing Status

SingleHead of HouseholdMarried Filing SeparateMarried Filing JointQualifying Widower

Dependents

Enter your dependents here

	Name	Date of Birth	Relationship
1
2
3
4
5
6

Expenses
Please fill-up the information within the current year only.

General Expenses

	Amount
Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses
Additional comments
Who Referred you?

First NameLast Name

Acknowledgment & Signature
- I confirmed that all information I entered here is accurate and true.
- I allow ABC Financial to capture my sensitive data like personal id, government id, and other information.
- I have read the terms and conditions and privacy policy of ABC Financial.
- By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed

MonthDayYear
Date
Taxpayer Signature

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Date Signed

MonthDayYear
Date
Spouse Signature

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